Titelia

Holdings of Benchmark Financial Wealth Advisors, LLC

120 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.8 % of the equity sleeve

Sector breakdown

  • Funds 14.5 %
  • Technology 9.7 %
  • Financials 2.8 %
  • Communication 2.6 %
  • Health care 2.2 %
  • Consumer discretionary 2.1 %
  • Consumer staples 1.5 %
  • Industrials 1.0 %
  • Energy 0.3 %
  • Materials 0.2 %
  • Unattributed 62.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • NL 0.2 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US118315.3M $99.66 %
2NL1746.6K $0.24 %
3TW1332.8K $0.11 %

Positions

RankCompanySharesValueWeight
1Schwab International Equity ETF 1,070,99126.5M $
2State Street SPDR S&P 500 ETF Trust 40,30526.2M $
3Vanguard Total Stock Market ETF 80,03425.7M $
4iShares Core S&P Total U.S. Stock Market ETF 119,55317M $
5iShares Core S&P 500 ETF 19,43712.7M $
6Pacer Funds Trust 193,07312.1M $
7NVIDIA Corp 66,17611.5M $
8iShares Russell Top 200 Growth 40,87210.2M $
9Schwab US Dividend Equity ETF 309,1119.5M $
10Xtrackers MSCI EAFE Hedged Equ 188,9149.3M $
11iShares Core S&P Small-Cap ETF 74,1399.2M $
12Legg Mason ETF Investment Trust 205,8238.3M $
13Apple Inc 31,0687.9M $
14Select Sector Spdr Trust 151,9837.5M $
15Vanguard S&P 500 ETF 11,4136.8M $
16Columbia EM Core ex-China ETF 167,0366.8M $
17iShares Trust 87,9756.7M $
18Vanguard Mid-Cap ETF 16,9194.9M $
19iShares Russell 2000 ETF 17,9644.5M $
20Microsoft Corp 11,9504.4M $
21Tidal Trust I 179,9774.3M $
22State Street SPDR S&P MidCap 400 ETF Trust 6,5624M $
23Invesco S&P 500 Equal Weight ETF 20,7814M $
24Alphabet Inc 13,4603.9M $
25Amazon.com Inc 18,2343.8M $
26iShares Core S&P Mid-Cap ETF 55,7393.8M $
27Vanguard FTSE All-World ex-US ETF 47,4563.6M $
28Invesco QQQ Trust Series 1 4,7552.7M $
29SPDR Gold Shares 5,1322.2M $
30Meta Platforms Inc 3,6632.1M $
31Broadcom Inc 6,4422M $
32JPMorgan Chase & Co 6,0181.8M $
33Bristol-Myers Squibb Co 26,1181.6M $
34Vanguard FTSE Developed Markets ETF 22,6941.5M $
35iShares Russell 1000 Growth ETF 3,3311.4M $
36Blackstone Inc 11,5951.3M $
37iShares Core S&P U.S. Growth ETF 8,2131.3M $
38Altria Group, Inc. 18,5461.2M $
39Alphabet Inc 4,2471.2M $
40Visa Inc 3,9221.2M $
41Fidelity Wise Origin Bitcoin Fund 19,6631.2M $
42Costco Wholesale Corp 1,1641.2M $
43Corning Inc 8,2851.1M $
44iShares Trust 3,0941.1M $
45Berkshire Hathaway Inc 2,2911.1M $
46Walmart Inc 8,4771.1M $
47Cisco Systems, Inc. 13,4391M $
48SELECT SECTOR SPDR TRUST (THE) 7,7261M $
49Merck & Co Inc 8,3601M $
50Bank of America Corp 20,496999.2K $
51Fidelity Total Bond ETF 19,690898.2K $
52Eli Lilly & Co 966888.3K $
53Ishares Gold Trust 9,548841.8K $
54AbbVie Inc 3,774820.8K $
55iShares Trust 3,622773.9K $
56J P Morgan Exchange Traded Fund Trust 13,505765.5K $
57ASML Holding NV 565746.6K $
58Coca-Cola Co/The 8,962681.5K $
59Verizon Communications Inc 13,539679.7K $
60Chevron Corp 3,199661.9K $
61Wells Fargo & Co 8,272658.6K $
62Amgen Inc 1,827642.9K $
63FIDELITY COVINGTON TRUST 9,042634.8K $
64UnitedHealth Group Inc 2,313625.8K $
65Goldman Sachs Group Inc/The 678573.6K $
66Home Depot Inc/The 1,743573.1K $
67Marriott International Inc/MD 1,751572.6K $
68Vanguard Small-Cap ETF 2,149562.9K $
69Lockheed Martin Corp 882532.9K $
70Tesla Inc 1,416526.5K $
71Packaging Corp of America 2,444518.7K $
72Netflix Inc 5,390518.3K $
73Waste Management Inc 2,202505.9K $
74Williams-Sonoma Inc 2,687489.8K $
75American International Group Inc 6,485488K $
76Pfizer Inc 17,157481.8K $
77iShares Core MSCI Total International Stock ETF 5,489475.5K $
78iShares Bitcoin Trust ETF 12,291472.2K $
79ProShares Trust 4,432469.8K $
80Exxon Mobil Corp 2,558434K $
81Philip Morris International Inc. 2,552422K $
82State Street Utilities Select Sector SPDR ETF 8,721400.2K $
83Texas Instruments Inc 1,924373.4K $
84Caterpillar Inc 525372.1K $
85Palantir Technologies Inc 2,467360.8K $
86Union Pacific Corp 1,453352.5K $
87VanEck Semiconductor ETF 916351.4K $
88JPMorgan Ultra-Short Income ETF 6,746341.4K $
89Crowdstrike Holdings Inc 866338.1K $
90Taiwan Semiconductor Manufacturing Co Ltd 985332.8K $
91Vanguard Value ETF 1,677329K $
92Danaher Corp 1,646312.1K $
93PepsiCo Inc 1,992309.4K $
94iShares Silver Trust 4,396299.6K $
95RTX Corp 1,414272.7K $
96Western Digital Corp 1,005271.9K $
97Mastercard Inc 531265.5K $
98McDonald's Corp. 854265.5K $
99GE Vernova Inc 303264.5K $
100Valero Energy Corp 1,062262.3K $